Personal Banker Associate I - Reynolda

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer-focused","Professional communication","Risk awareness","Confidence in handling customer issues","Ethical conduct"]

Build customer relationships using a consultative sales process and Financial Needs Assessment to identify and meet retail consumer and small business financial needs. Recommend solutions using Retail products, proactively reach out with approved marketing tools, and focus on cross-selling. Serve as part of the platform staff by processing teller transactions, supporting loan activity through closing, and partnering with internal teams to refer customers for timely, holistic solutions while adhering to risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I - Reynolda

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Build customer relationships using a consultative sales process and Financial Needs Assessment to identify and meet retail consumer and small business financial needs. Recommend solutions using Retail products, proactively reach out with approved marketing tools, and focus on cross-selling. Serve as part of the platform staff by processing teller transactions, supporting loan activity through closing, and partnering with internal teams to refer customers for timely, holistic solutions while adhering to risk and ethics policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
  • •Maintain deep knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Primarily cross-sell to the existing customer base and engage in outside sales activities as directed.
  • •Process teller transactions and participate in consumer loan and bankcard processes, including sourcing loans through closing.

Key Requirements

  • •College degree or work experience with transferable skills.
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort with sales activities to acquire new customers and cross-sell to existing customers.
  • •Ability to demonstrate advanced math skills to analyze credit and financial information.
  • •Must obtain S.A.F.E. Act registration through NMLS at time of employment.
Experience:Financial industryConsumer bankingSmall businessRetail banking
Skills:Customer-focusedProfessional communicationRisk awarenessConfidence in handling customer issuesEthical conduct
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSNationwide Mortgage Licensing System

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
Glassdoor
Glassdoor: 3.7
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